Intel Corp (INTC)

[imho]

Dan3,

Between FAB 36 and the Chartered arrangement, AMD is tripling its current capacity,

I have been hearing this from a number of you AMDers, and I have a question. Can you point me to a situation in the past, in which AMD has successfully used a third party manufacturer (Chartered in this case) to help it in its capacity battle with Intel? Not deals and agreements, but proof that AMD had sustained, profitable products produced in someone elses fab. I know Cyryx had all sorts of problems in its attempts to manufacture its products. I think the assumptions you guys are making with respect to Chartered, will prove to be fruitless.

IMHO